Post Warns Investors Are Positioned as if Hormuz Is Wide Open and Inflation Is No Concern, Citing the 1970s...

Investors are positioned as if Hormuz is wide open and inflation is no concern, according to the post, which warns "there will be tears." It says inflation will be a defining theme in the coming years.
How the 1970s played out, per the post:
- Oil: 10x
- Silver: 30x
- Gold: 23x
- Bonds: -31%
- S&P 500: +17% nominal, -50% real (16 years just to break even)
Compared with that, the post describes today's average portfolio as:
- Energy: 4%
- Silver: 0-1%
- Gold: 1-2%
- Bonds: 17-40%
- S&P 500: a huge chunk
The post concludes that this amounts to maximum long disinflation exposure, with minimal exposure to anything that would benefit from inflation.